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LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$18.89
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets332.58M
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
LSVAX vs NAESX Comparison Chart in %
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LSVAX vs. NAESX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVAX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LSVAX (333M). NAESX pays higher dividends than LSVAX: NAESX (1.28) vs LSVAX (0.00). LSVAX was incepted earlier than NAESX: LSVAX (28 years) vs NAESX (65 years). LSVAX (1.47) is less costly to investors than NAESX (0.17). LSVAX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). LSVAX has a lower initial minimum investment than NAESX: LSVAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.35 vs. LSVAX (-14.78). NAESX return over 5 years is better than : 63.03 vs. LSVAX (-9.27).
| LSVAX | NAESX | LSVAX / NAESX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.47 | 0.17 | 865% |
| Fund Existence | 28 years | 65 years | - |
| Gain YTD | -1.053 | 0.302 | -349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -14.78 | 4.35 | -340% |
| Returns for 3 years | -10.78 | 35.91 | -30% |
| Returns for 5 years | -9.27 | 63.03 | -15% |
| Returns for 10 years | -45.38 | 104.94 | -43% |
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